
Family Love Letter' Lunch & Learn
Thursday, March 20, 2025 12:00 PM - Thursday, April 10, 2025 1:00 PM (EDT)
Description
Join us for a complimentary Lunch & Learn and discover an essential planning tool designed to bring clarity and peace of mind to you and your loved ones. The Family Love Letter helps organize the important documents and details tied to your life, ensuring your voice is heard and your family feels confident in making decisions should the unexpected happen.
During this complimentary session, we’ll walk through key planning tools and discuss how collaborating with your family and financial advisor can help document your wishes effectively.
Hosted By: Ferreira Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Presented By: Cherri Brooks, Managing Director and Founder of Neuberger Berman Advisor Institute with Neuberger Berman RSVP by Wednesday, April 2nd, 2025 via the link below or email madeline.castello@ampf.com. RSVP LINK:
https://www.ameripriseadvisors.com/team/ferreira-associates/events/
** Please arrive 15 minutes early to get settled. **
This is an informational seminar. There is no cost or obligation. This event is sponsored by: Neuberger Berman.
These sponsors and representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
220 Nocatee Village Dr
Ponte Vedra, FL 32081 United States